Lead Sales Pipeline & Tasks

Just Use the Modules you Need

Formitize includes so many useful business modules such as Mobile Forms, CRM, Safety First, Job Scheduling and Document Management. You can use them all or just chose to use the modules that your business needs.

Apple, Android & Windows

Don’t be locked down to one manufacturer. Formitize provides complete freedom of choice and works beautifully on Apple, Android and Windows 10 devices – phone, tablet or desktop. So use your existing devices or chose any device that suits you.

Enterprise Architecture

Trusted by State and Federal Government agencies and many of the world’s largest corporations, the Formitize storage and processing architecture is robust, reliable and safe so you can relax and concentrate on growing your business.

Online or Offline

Slide right to Communicate

The navigation is so easy to use. Wherever you are in the app, just slide from left to right to access the Call, SMS and Email functions making communication with your team and clients easier than ever.

Slide Left to Action

Slide from right to left and the Action options appear. Create new Notes, Leads, Contacts or Invoices, convert Quotes to Invoices, change the stage of a Sales Lead, accept a Job – whatever the Action, just swipe and click!

Use anywhere in the world

No more downloading old software packages, struggling with old versions, relying on laptop speeds, spreadsheets or manual processes. Wherever you or your team are based, simply download the app, login and you’re good to go.

Continually updated

Formitize are continually developing new features and improvements to help your business run more effectively. Just allow the app to auto-update then relax as new versions are automatically installed for you.

Don't wait another second, let's get you paperless today!

Formitize leads the world in smart forms and integrated business solutions. With clients ranging from government agencies and many of the world’s largest corporations to thousands of very small businesses across more than two hundred industries globally automating millions of forms, workflows and processes to improve the way businesses work.